GWM
COHR icon

Geneos Wealth Management’s Coherent COHR Stock Holding History

Geneos Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.62M Buy
10,978
+89
+0.8% +$20.4K 0.06% 320
2025
Q4 		$2.01M Buy
10,889
+434
+4% +$64.9K 0.05% 352
2025
Q3 		$1.13M Sell
10,455
-607
-5% -$60.5K 0.03% 459
2025
Q2 		$987K Sell
11,062
-10,131
-48% -$729K 0.02% 536
2025
Q1 		$1.4M Buy
21,193
+21,142
+41,455% +$1.75M 0.02% 575
2024
Q4 		$4.83K Buy
+51
New +$5.1K ﹤0.01% 2344
2021
Q2 		– Sell
-88
Closed -$5K – 2893
2021
Q1 		$5K Buy
88
+13
+17% +$1.07K ﹤0.01% 2636
2020
Q4 		$5K Buy
+75
New +$4.44K ﹤0.01% 2455
2020
Q2 		– Sell
-152
Closed -$4K – 2569
2020
Q1 		$4K Sell
152
-375
-71% -$12.2K ﹤0.01% 2087
2019
Q4 		$17K Buy
527
+227
+76% +$7.24K ﹤0.01% 1749
2019
Q3 		$10K Buy
300
+200
+200% +$7.62K ﹤0.01% 1881
2019
Q2 		$3K Buy
+100
New +$3.65K ﹤0.01% 2210
2017
Q3 		– Sell
-680
Closed -$23K – 2117
2017
Q2 		$23K Hold
680
– – ﹤0.01% 1219
2017
Q1 		$24K Hold
680
– – ﹤0.01% 1171
2016
Q4 		$20K Hold
680
– – ﹤0.01% 1179
2016
Q3 		$16K Hold
680
– – ﹤0.01% 1202
2016
Q2 		$12K Hold
680
– – ﹤0.01% 1269
2016
Q1 		$14K Buy
+680
New +$13.5K ﹤0.01% 1188

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Geneos Wealth Management's COHR Position: Q1 2026 in Review

Geneos Wealth Management increased its Coherent (COHR) stake by 0.82% in Q1 2026, buying an estimated $20.4K and bringing the position to 10,978 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #320.

Geneos Wealth Management first reported a position in COHR in Q1 2016 and has held it in 18 quarters since. 1,100 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

  • Geneos Wealth Management held 10,978 shares of Coherent worth $2.62M as of Q1 2026.
  • Geneos Wealth Management bought 89 Coherent shares in Q1 2026, an estimated $20.4K.
  • Coherent made up 0.06% of Geneos Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Geneos Wealth Management first reported a position in Coherent in Q1 2016 and has held it in 18 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.